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Portfolio (Quarterly) Guide ↗

ARIZONA STATE RETIREMENT SYSTEM

· CIK 0001558481
13F Portfolio $19.9B AUM 2,071 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 83 New 974 Added 735 Reduced 63 Exited
Page 31 of 49  ·  974 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HRI HERC HLDGS INC Industrials 8,747.0 $1.3M 0.01% +59.0 +0.7% $143.34 +9.2%
602 LIVN LIVANOVA PLC Healthcare 15,091.0 $1.2M 0.01% +93.0 +0.6% $82.23 -3.7%
603 FFIN FIRST FINL BANKSHARES INC Financial Services 35,569.0 $1.2M 0.01% +2K +6.4% $34.60 -2.5%
604 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 9,980.0 $1.2M 0.01% +62.0 +0.6% $123.29 +10.8%
605 MSGE SPHERE ENTERTAINMENT CO Communication Services 7,111.0 $1.2M 0.01% +75.0 +1.1% $173.03 -54.0%
606 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 16,791.0 $1.2M 0.01% +133.0 +0.8% $72.98 +5.7%
607 EPR EPR PPTYS Real Estate 21,110.0 $1.2M 0.01% +196.0 +0.9% $58.01 +3.7%
608 DUOL DUOLINGO INC Technology 10,641.0 $1.2M 0.01% +829.0 +8.4% $115.02 +22.8%
609 MUR MURPHY OIL CORP Energy 37,576.0 $1.2M 0.01% +330.0 +0.9% $32.56 +7.1%
610 PBF PBF ENERGY INC Energy 26,737.0 $1.2M 0.01% +3K +12.0% $45.52 +53.3%
611 NWE NORTHWESTERN ENERGY GROUP IN Utilities 16,969.0 $1.2M 0.01% +102.0 +0.6% $71.62 -0.5%
612 OPLN OPENLANE INC Consumer Cyclical 29,376.0 $1.2M 0.01% +188.0 +0.6% $41.24 -16.3%
613 GTLB GITLAB INC Technology 39,153.0 $1.2M 0.01% +3K +7.1% $30.53 +36.0%
614 VKTX VIKING THERAPEUTICS INC Healthcare 30,380.0 $1.2M 0.01% +884.0 +3.0% $39.01 -11.2%
615 HCC WARRIOR MET COAL INC Energy 14,569.0 $1.2M 0.01% +113.0 +0.8% $81.16 +29.1%
616 LBRT LIBERTY ENERGY INC Energy 44,715.0 $1.2M 0.01% +227.0 +0.5% $26.19 -30.6%
617 REZI RESIDEO TECHNOLOGIES INC Industrials 37,560.0 $1.2M 0.01% +567.0 +1.5% $31.10 -35.6%
618 LMND LEMONADE INC Financial Services 17,915.0 $1.2M 0.01% +646.0 +3.7% $65.05 -16.4%
619 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 251,209.0 $1.2M 0.01% +2K +0.9% $4.62 -25.3%
620 GSAT GLOBALSTAR INC Communication Services 14,193.0 $1.2M 0.01% +258.0 +1.9% $81.29 +0.3%
Page 31 of 49  ·  974 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 11.0%
Healthcare 9.8%
Consumer Cyclical 9.8%
Industrials 9.6%
Communication Services 7.0%
Consumer Defensive 4.6%
Energy 3.3%
Utilities 2.7%
Real Estate 2.4%